The following Sage 300 Training Tips and Tricks demonstrate how to quickly and easily set up recurring payments in Sage 300 ERP. Watch the followingSage 300 Training videoand find the steps and stages from the video below.

Stage 1: Create the Recurring Schedule in Sage 300

Step 1 – Go to Common Services

Step 2 – Got to Scheduling

Step 3 – Open Schedules

Step 4 – Enter the schedule code

Step 5 – Enter the description

Step 6 – Specify who will process the schedule

Step 7 – Select User

Step 8 – Enter Remind in Advance Days

Step 9 – Select a Schedule Date

Step 10 – Select the Recurring Period.

Step 11 – Select the Schedule Frequency

Step 12 – Click the Add and then the Save button

Stage 2: Set up the Recurring Payment in Sage 300

Step 1 – Go to Accounts Payable

Step 2 – Go to A/P Vendors

Step 3 – Open Recurring Payables

Step 4 – Enter a Schedule Code

Step 5 – Enter a Vendor Code

Step 6 – Enter a Description

Step 7 – Enter the Schedule Code

Step 8 – Enter a Start Date for these Payments

Step 9 – Select an Expriration Type

Step 10 – Click Add and then Save

Optional Step 11 – There is an option to create the initial invoice at this point.